Managing Premises with CSV Files in RxExpress

Brian Naujoks
- December 26, 2016 20:03

This article covers managing your premise information using CSV files to manage and import your premises for each client. More information about other methods for managing your premises can be found in this article: Overview of Managing Premises in RxExpress.

Before you begin: The Premise information must be uploaded using a specific format. You can download the template file by clicking here. Once you've downloaded the file, enter the information for your premises into the file and save it somewhere easily accessible. Then, you can complete the steps shown in this article.

Premise information can be uploaded using a CSV file. This is very useful when creating VFDs that support a large number of premises for a single client or complex.

Before we begin, there are a couple of things to keep in mind about this process.

Once the list of Premises has been uploaded, those Premises will be tied to that Client/Complex through Memorize. This means that if you select that Client/Complex in Memorize, all the Premise information will also be populated without you needing to upload the CSV file again.

Information uploaded through his process will overwrite any information already entered.

Note that the Premise information must be formatted according to the template file linked at the beginning of this document. The file must also be saved as a CSV file.

If you manage VFDs in such a way that you have multiple lists of premises, we recommend storing a CSV file for each list and giving each file a unique name.

The following steps will show you how to upload a CSV file with Premises.